How To Create Email Template In Salesforce

No matter how big or small your business is, there will always be occasions when you need to send out mass emails to your customers. This could be a tacking and very time-consuming task. If you already do not know about SalesForceCRM software, it is time!

SalesForce is a cloud-based software providing business tools for Customer Relationship Management (CRM) platforms. This software provides an easy to use, user-friendly interface, which runs entirely on the cloud. Hence, you do not need to set up expensive workstations, and you can do it yourself, no need to hire IT experts to manage your software for you. Moreover, you can use this software directly on your smartphone, tablet or desktop. In addition, this cuts the expenditure costs for maintenance and salaries for those IT experts.

Salesforce makes Customer Relationship Management easier making customer interaction easier and less complex for you, so that you can use it better for your business, and get complete advantage of it.

Along with providing various CRM tools, Salesforce also provides multiple ways to rationalize customer communication, such as, website data and quick email templates. This tool enables you to create email templates that can be sent out to a large number of customers, i.e. in bulk, without having to change anything. This allows you to reach a higher number of customers in less time.

How to create an email template in Salesforce?

First and foremost, you need to sign in on your salesforce account

Right next to your username, you will see a small arrow. Click on it. Now click on ‘Setup’.

Click on ‘Email’ and select ‘new template’. Here you can create new templates and edit the pre-designed templates according to your requirements.

You can choose the type of email you want to create. You can create a text email, you can add HTML tags to your email (with or without using letterhead) and design it more specifically so that your email appears the same on all platforms, or you can create a Visual Force email.

If you have selected email creation with the letterhead option, you can click on ‘letter creation’ and select a layout you want to add.

Now you can add title, greeting, and body for your email. You can also add salutations and custom signatures.

Select ‘merge fields’ values which you can find below the formatting toolbar. This tool allows you to merge values of customers into the email with the help of codes. This code will add a custom value for each customer while sending out mass emails from salesforce. For example, customer’s first name after “hello!”. You can also use this feature for your own name, as in, for the name or initials of the employee who is sending out that particular email.

Click on ‘Save’ to save your email template. You can later on edit your email templates or create more email templates in the similar way. You can create as many email templates as you want, there is no maximum limit.

Once you have created a template and you are satisfied with it, you can go ahead to choosing people to whom you want to send these emails. You can do so by going to the ‘contacts tab’ and clicking on ‘send an email’ option for sending a single email or ‘send mass emails’ for sending emails in bulk. You can send as many bulk emails as you want, there is no maximum limit.

You can also save the email template on Salesforce for later use. Similarly, you can create and save various email templates so that you can use them instantly without wasting any time.

You can select as many contacts as you want. This allows sending mass emails from Salesforce. Hence, sending emails in Bulk becomes easier and faster saving your time as well as energy.

Salesforce for Outlook

An add-in for the Salesforce Software is Lightning for Outlook. This software is a result of partnership between Microsoft and Outlook. By using Lightning for Outlook, you can access Salesforce directly from your Outlook account, saving you the trouble of switching between the apps again and again.

Some of the important features on Lightning for Outlook:

Streamline your tasks based on contacts, reps, or dates.

Adding custom sales apps to Outlook

Creating shortcuts for tools and sales apps

Create custom email templates on outlook as well as create custom email templates on Salesforce syncing them on the go.

You can also customize your Salesforce account and manage your salesforce email services by scheduling emails, syncing contacts into your salesforce account, send scheduled newsletters via Salesforce, so that you can take full advantage of the salesforce email services to boost your productivity and save less time on CRM platforms and more time in selling.

Some tips to enhance your Customer Interaction:

Create a new email for the company using the company name, so that your customers can remember it better.

Save email templates for the most frequent responses that you send out so that you do not have to type it out all the time.

There are hundreds of videos and tutorials available on YouTube as well as the internet. Use them to your maximum advantage and learn stuff like how to customize salesforce, how to customize outlook or whatever email platform you are using, creating and customizing salesforce email templates, creating and customizing visualforce email templates.

Send as many newsletters and mass mails on salesforce as required, but make sure not to spam your customers. This would only lead them to block or unsubscribe your emails.

Keep your outlook and salesforce accounts update. Learn how to update your salesforce account and how to update your outlook account yourself so that you do not need other person’s help to do it.

Steps to Create Email Template In Sales Force

create email templates in salesforce

create email templates in salesforce

Divya Popli

Thanks For Visiting my Blog , I m Divya Popli Programmer ,Designer and Blogger By Choice .I love to Help People With All technical related Queries So whenever you stuck next time Plz feel Free To contact :)